Setting Up Your First AI Agent
Setup guide
7 articles
- Draft mode: letting an operator check the agent before it sendsWhat draft mode does, how an operator reviews a drafted reply, and what it does not change.
- Setting a greeting and a sign-offThe two optional instructions that shape how your AI Agent opens and closes a conversation, when each one fires, and how they work alongside tone.
- Creating a new AI AgentThe end-to-end flow for creating a new AI Agent, from Messaging settings to the Knowledge tab.
- Choosing a starting templateThe four AI Agent templates, what each includes, and how to choose the right one.
- Naming your AI Agent and setting toneHow to name your AI Agent, pick its tone, and where the other General tab settings live.
- Setting assignment rules and channel filtersWhat assignment rules do and how to create one to control which conversations the AI Agent handles.
- Activating an AI AgentWhat to check before activating an AI Agent, and what to watch after it goes live.